Superannuation

At DGL Accountants you can be assured that your Self-managed Super Fund (SMSF) administration and audit are being handled by an experienced team based locally in Mackay.  In addition, our SMSF staff have over 40 years combined experience in the SMSF field and are backed by some of the industries leading experts in self-managed superannuation.

Our office provides a holistic service to clients that is compliant with current financial services licencing arrangements including:

  • Setting up a SMSF
  • Commencing a Pension
  • Administration & Taxation of Fund
  • Factual advice
  • Super Stream solutions
  • Limited Resource borrowing
  • Winding up of SMSF

DGL Accountants utilise the latest in SMSF software which has the ability to provide superannuation trustees and members 24/7 access to view fund reports from any device including:

  • Investment overview & performance reports
  • Whether the fund is within its Investment Objectives
  • Contribution caps monitor
  • Pension monitor
  • Member data, balances & reports
  • Latest annual compliance reports for review

Our office also updates our clients with any changes to legislation and aims to ensure that all trustees are educated with regards to SMSFs and their responsibilities.

Find below just some of the resources available to our trustees.

In order to provide personal advice to our clients in relation to superannuation and self managed superannuation funds, DGL Accountants has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licence of the National Tax and Accountants’ Association Ltd (NTAA).  The people at this practice authorised by SAN to provide superannuation and SMSF advice are:

Elizabeth Dent - Authorised Representative No. 1250 655

Lauren Hammer - Authorised Representative No. 1250 656

Click here to view our Financial Services Guide

 

Contact DGL Accountants today to discuss your SMSF requirements or if you would like further information about self-managed super.